See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $473,058 | $177,572+166.4% | $154,803+205.6% | $142,382+232.2% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.1%-16.5pp | 80.1%-18.6pp |
| Annual return | 16.36% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,852 | $4,810-61.5% | $4,305-57.0% | $4,299-56.9% |
| Participant deferral / active EE | $5,933 | $6,272-5.4% | $5,540+7.1% | $6,507-8.8% |
| Admin fee / account holder | $2,415 | $16,786-85.6% | $14,329-83.1% | $12,624-80.9% |